Services

We Offer a Wide Range of Financial Services

 

* Fee Only Comprehensive Financial Planning

 

No one at Wolakota Advisors is interested in selling you insurance, stock, bonds, mutual funds, real estate, limited partnerships or anything else.  Our compensation comes exclusively from a fee.  The psychotherapist gets paid by fee and this at least suggests that your interest comes first.  The same is true when you pay a fee instead of a commission.  And unlike your average broker, I subscribe and adhere to a Fiduciary Oath which specifically promises you that we will put your interests ahead of our own and we will pro-actively bring even potential conflicts-of-interest to your attention so you can make an informed choice in the matter.  Finally, “fee-only” means that recommendations have a higher chance of being objective.  I don’t have to worry which investment pays me most!